Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,749 | $58,828-44.3% | $78,002-58.0% | $62,881-47.9% |
| Participation rate | 65.6% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.7pp |
| Annual return | -3.24% | 17.16%-20.4pp | 425.99%-429.2pp | 20.14%-23.4pp |
| Employer contribution / active EE | $65 | $1,672-96.1% | $2,470-97.4% | $2,281-97.2% |
| Participant deferral / active EE | $1,507 | $2,686-43.9% | $3,497-56.9% | $3,203-53.0% |
| Admin fee / account holder | $9,869 | $4,393+124.6% | $5,481+80.1% | $4,296+129.7% |